Curious why some deals win while others slip away? This pre-built Win-Loss Analysis Template gives RevOps teams a crystal-clear view of deal performance. Sync your live HubSpot data and uncover patterns in industries, lead sources, countries, and more all in one easy-to-use dashboard.

What’s Inside the Template?

1. Win Rates by Industry: See which industries perform best and where to focus your efforts.

   
   

2. Lead Source Success: Track win rates by lead source, from employee referrals to trade shows and digital ads.

   
   

3. Geographic Insights: Understand win rates by country to align strategies with top-performing regions.

   
   

4. Account Source Breakdown: Discover which sales strategies (cold calls, trade shows, marketing) lead to better outcomes.

   
   

5. Deal Size Analysis: Analyze win rates by opportunity size buckets to see where your sweet spot is.

   
   

6. Deal Age Insights: Track how the time it takes to close impacts your win rates and adjust your process.

Why This Template Works?

1. Data-Driven Decisions: Empower your RevOps team with insights to refine strategies and processes.

   
   

2. Custom Filters: Drill down by industries, regions, deal sizes, and more to answer key questions.

   
   

3. Live Updates: Sync with HubSpot for real-time data analysis without manual work.

Key metrics you can track!

1. Industry Trends: Identify high-performing sectors to prioritize.

   
   

2. Lead Source Efficiency: Evaluate which lead sources drive the most wins.

   
   

3. Regional Performance: Spot opportunities in top-performing locations.

   
   

4. Deal Size Impact: Uncover the opportunity ranges with the highest success rates.

   
   

5. Closing Speed: Track how faster closing deals improve win rates.